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Nonprofit · EIN 27-4036345

MONTGOMERY FOUNDATION II INC

Tax-exempt (reinstated) · ATLANTA, GA 30309

Financials

$1M$98K2023$73K$28K2024$179K$19K2025
Revenue Expenses · by fiscal year end
Financials of MONTGOMERY FOUNDATION II INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$178,592$18,798$159,794$3,110,745$0$3,110,745
December 31, 2024990-PF$73,146$27,640$45,506$2,950,951$0$2,950,951
December 31, 2023990-PF$1,017,346$98,495$918,851$2,905,445$0$2,905,445
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$94,146
Interest
$7,508
Net gain from sales of assets
$76,938

Expenses

Grants and similar amounts paid
$0
Disbursements for charitable purposes
$8,565
Excise tax on investment income
$2,340

Balance sheet and other

Total assets, start of year
$2,950,951
Total assets, end of year
$3,110,745
Total liabilities, end of year
$0
Net assets, end of year
$3,110,745
Fair market value of assets
$3,670,336
Qualifying distributions
$8,565
Net investment income
$178,592

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANCY T MONTGOMERY
3747 PEACHTREE RD NE STE 2420, ATLANTA, GA 30319
President1$0
LAURA L WARTNER
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Secretary0$0
HARRY MORGAN
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Treasurer0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
NANCY T MONTGOMERY
3747 PEACHTREE RD NE STE 2420, ATLANTA, GA 30319
President1$0
LAURA L WARTNER
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Secretary0$0
HARRY MORGAN
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Treasurer0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
NANCY T MONTGOMERY
3747 PEACHTREE RD NE STE 2420, ATLANTA, GA 30319
President1$0
LAURA L WARTNER
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Secretary0$0
HARRY MORGAN
1230 PEACHTREE ST NE, ATLANTA, GA 30309
Treasurer0$0

Address and contacts

Address (IRS master file)
1230 PEACHTREE ST NE STE 3100, ATLANTA, GA 30309-3550
Signed the 990-PF
LAURA L WARTNER, Secretary
Phone
(404) 815-3647
Return prepared by
STONE CPA LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
27-4036345
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,110,745
Income (IRS master file)
$546,280

Revocation and reinstatement

Exemption revoked
May 15, 2013
Posted by the IRS
August 12, 2013
Reinstated
Effective May 15, 2013

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$178,592$18,798$3,110,745XML
990-PFDecember 2024$73,146$27,640$2,950,951XML
990-PFDecember 2023$1,017,346$98,495$2,905,445XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4036345).

Questions about MONTGOMERY FOUNDATION II INC

What is the EIN of MONTGOMERY FOUNDATION II INC?
The employer identification number (EIN) of MONTGOMERY FOUNDATION II INC is 27-4036345.
Is MONTGOMERY FOUNDATION II INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
Are donations to MONTGOMERY FOUNDATION II INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MONTGOMERY FOUNDATION II INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MONTGOMERY FOUNDATION II INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MONTGOMERY FOUNDATION II INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of MONTGOMERY FOUNDATION II INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does MONTGOMERY FOUNDATION II INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $178,592, expenses of $18,798 and total assets of $3,110,745 at year end.

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